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DIM GBL EX US C Fixed Inc (DFGX)

CUSIP: 25434V575 | NYSE | 235 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Apella Capital, LLC2,570,092
1.7% of portfolio›$131.9M
Ironwood Wealth Management, Llc.1,190,958
13.1% of portfolio›$60.9M
United Wealth Management, LLC693,643
9.4% of portfolio›$35.5M
Private Wealth Management Group, LLC690,153
7.9% of portfolio›$35.3M
Guardian Wealth Management, LLC552,713
8.0% of portfolio›$28.3M
BCM Advisors, LLC502,353
5.0% of portfolio›$26.0M
Verisail Partners, LLC470,744
8.9% of portfolio›$24.1M
Integrity Advisory Solutions, LLC437,236
2.3% of portfolio›$22.4M
Equita Financial Network, Inc.392,612
5.7% of portfolio›$20.1M
Mattern Wealth Management LLC386,380
3.2% of portfolio›$19.8M
Elser Financial Planning, Inc342,934
0.8% of portfolio›$17.5M
Integrity Alliance, Llc.340,781
0.5% of portfolio›$17.4M
Kestra Investment Management, LLC328,475
0.3% of portfolio›$16.8M
Assetmark, Inc322,720
0.0% of portfolio›$16.5M
Clarity Wealth Development LLC295,919
8.5% of portfolio›$15.1M
Babb Wealth Advisors LLC274,830
6.5% of portfolio›$14.1M
Shotwell Rutter Baer Inc273,971
7.8% of portfolio›$14.0M
Yardley Wealth Management LLC270,580
6.0% of portfolio›$13.8M
Market Street Wealth Management Advisors LLC264,225
1.9% of portfolio›$13.5M
SageOak Financial, LLC262,945
8.7% of portfolio›$13.4M
Beacon Hill Wealth Management Ltd.235,536
7.3% of portfolio›$12.0M
E6 Portfolios, LLC218,924
8.5% of portfolio›$11.2M
AA Financial Advisors, LLC212,031
1.3% of portfolio›$10.8M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors198,896
0.5% of portfolio›$10.2M
Park Avenue Securities LLC147,445
0.1% of portfolio›$7.5M
Burton Enright Welch137,165
0.8% of portfolio›$7.0M
Cornerstone Wealth Partners, LLC134,882
2.7% of portfolio›$6.9M
Heffernan Advisory, Inc117,800
4.0% of portfolio›$6.0M
Vermillion Wealth Management, Inc.114,006
6.7% of portfolio›$5.8M
AlphaStar Capital Management, LLC108,491
0.3% of portfolio›$5.5M
DiNuzzo Private Wealth, Inc.103,647
0.5% of portfolio›$5.3M
Farther Finance Advisors, LLC103,031
0.0% of portfolio›$5.3M
Index Fund Advisors, Inc.96,675
0.2% of portfolio›$4.9M
Commonwealth Equity Services, LLC96,309
0.0% of portfolio›$4.9M
Truist Financial Corp95,005
0.0% of portfolio›$4.9M
Sterling Wealth Management, Inc.91,003
1.2% of portfolio›$4.7M
Kestra Advisory Services, LLC87,514
0.0% of portfolio›$4.5M
Porter White Investment Advisors, Inc.79,980
2.5% of portfolio›$4.1M
Porter White Investment Advisors, Inc.79,980
2.5% of portfolio›$4.1M
Cambridge Investment Research Advisors, Inc.73,804
0.0% of portfolio›$3.8M
Simplicity Wealth,LLC69,681
0.1% of portfolio›$3.6M
Tableaux LLC67,430
1.4% of portfolio›$3.4M
Hassell Wealth Management, LLC67,414
1.0% of portfolio›$3.4M
Sowell Financial Services LLC63,246
0.1% of portfolio›$3.2M
Kestra Private Wealth Services, LLC61,829
0.0% of portfolio›$3.2M
3 Factor Indexing, LLC53,667
2.3% of portfolio›$2.7M
Wealth Advisors Northwest LLC52,461
0.9% of portfolio›$2.7M
Higgins & Schmidt Wealth Strategies LLC49,733
1.0% of portfolio›$2.5M
Donalies Financial Planning, LLC49,360
1.9% of portfolio›$2.5M
EverSource Wealth Advisors, LLC47,795
0.1% of portfolio›$2.4M
Selective Wealth Management, Inc.47,652
0.6% of portfolio›$2.5M
Vested Financial Planning, LLC46,716
1.7% of portfolio›$2.4M
Greenwood Capital Associates LLC46,483
0.2% of portfolio›$2.4M
Outbound Financial Inc46,337
1.5% of portfolio›$2.4M
Level Financial Advisors44,317
0.5% of portfolio›$2.3M
Spectrum Advisors, Inc.43,995
1.6% of portfolio›$2.2M
Citigroup Inc43,037
0.0% of portfolio›$2.2M
Apollon Wealth Management, LLC40,722
0.0% of portfolio›$2.1M
Torren Management, LLC35,523
0.9% of portfolio›$1.8M
TCI Wealth Advisors, Inc.34,851
0.1% of portfolio›$1.8M
Kane Co Wealth Management, Inc.32,230
1.3% of portfolio›$1.6M
Thrivent Financial for Lutherans28,284
0.0% of portfolio›$1.4M
CSP Financial Group, LLC23,461
1.2% of portfolio›$1.2M
Triad Wealth Partners, LLC23,444
0.1% of portfolio›$1.2M
Prospera Financial Services Inc21,993
0.0% of portfolio›$1.1M
Reap Financial Group, LLC20,706
0.2% of portfolio›$1.1M
Signal Advisors Wealth, LLC20,201
0.0% of portfolio›$1.0M
First Financial Group Corp17,860
0.7% of portfolio›$913.3K
W.H. Cornerstone Investments Inc.17,492
0.5% of portfolio›$894.5K
Ashton Thomas Private Wealth, LLC15,333
0.0% of portfolio›$784.1K
Dynamic Advisor Solutions LLC14,108
0.0% of portfolio›$721.5K
Stewardship Advisors, LLC12,858
0.1% of portfolio›$657.5K
Washington Trust Advisors, Inc.12,746
0.0% of portfolio›$651.8K
USAdvisors Wealth Management, LLC11,780
0.7% of portfolio›$602.0K
Leading Edge Financial Planning LLC11,447
0.1% of portfolio›$585.4K
Foundry Financial LLC11,308
0.2% of portfolio›$578.3K
Factor Wealth Management LTD10,803
0.1% of portfolio›$552.4K
Krilogy Financial LLC10,553
0.0% of portfolio›$542.6K
Aspire Private Capital, LLC10,501
0.1% of portfolio›$537.0K
MGO One Seven LLC9,801
0.0% of portfolio›$501.2K
IFP Advisors, Inc9,759
0.0% of portfolio›$499.1K
LAM Group, Inc.8,460
0.2% of portfolio›$432.6K
Physician Wealth Solutions Inc.8,200
0.2% of portfolio›$419.3K
Clear Creek Financial Management, LLC7,635
0.0% of portfolio›$390.4K
Amicus Financial Advisors, LLC7,327
0.1% of portfolio›$374.7K
Venture Visionary Partners LLC6,806
0.0% of portfolio›$348.1K
XY Planning Network, Inc.6,436
0.0% of portfolio›$329.1K
Oceanside Advisors LLC5,901
0.2% of portfolio›$301.8K
Founders Financial Securities LLC5,764
0.0% of portfolio›$294.8K
Victory Financial Group, LLC5,708
0.0% of portfolio›$291.9K
Stirlingshire Investments, Inc.5,635
0.2% of portfolio›$288.2K
Wealth Enhancement Advisory Services, LLC5,631
0.0% of portfolio›$289.1K
Concord Wealth Partners5,593
0.0% of portfolio›$286.0K
Apollon Financial, LLC5,266
0.0% of portfolio›$269.3K
Williams & Novak Wealth Management, LLC4,758
0.1% of portfolio›$243.3K
Diversify Advisory Services, LLC4,607
0.0% of portfolio›$238.1K
Diversify Wealth Management, LLC4,607
0.0% of portfolio›$238.1K
Aspen Wealth Management LLC4,549
0.0% of portfolio›$232.6K
Creative Financial Designs Inc4,333
0.0% of portfolio›$221.6K
Acorn Wealth Advisors, LLC4,249
0.1% of portfolio›$217.3K
Private Trust Co NA3,335
0.0% of portfolio›$170.5K
Root Financial Partners, LLC1,841
0.0% of portfolio›$94.1K
Birch Financial Group, LLC688
0.0% of portfolio›$35.2K
Rossby Financial, LCC682
0.0% of portfolio›$34.9K
Ascentis Independent Advisors495
0.0% of portfolio›$25.3K
Fifth Third Bancorp289
0.0% of portfolio›$14.8K
CoreCap Advisors, LLC281
0.0% of portfolio›$14.4K
Silver Grove Financial Group, Inc.133
0.0% of portfolio›$6.8K
StyleTurnoverLocationFiled
Apella Capital, LLC
2,570,092$131.9M1.7%ETFVery LowWest Hartford, CT2026-10-08
Ironwood Wealth Management, Llc.
1,190,958$60.9M13.1%ETFLowChandler, AZ2026-10-28
United Wealth Management, LLC
693,643$35.5M9.4%ETFVery LowCharlottesville, VA2026-10-30
Private Wealth Management Group, LLC
690,153$35.3M7.9%ETFLowPrinceton, NJ2026-10-19
Guardian Wealth Management, LLC
552,713$28.3M8.0%ETFVery LowChattanooga, TN2026-10-14
BCM Advisors, LLC
502,353$26.0M5.0%ETFLowLafayette, LA2026-11-03
Verisail Partners, LLC
470,744$24.1M8.9%ETFVery LowChamblee, GA2026-10-19
Integrity Advisory Solutions, LLC
437,236$22.4M2.3%ETFMediumDallas, TX2026-10-29
Equita Financial Network, Inc.
392,612$20.1M5.7%ETFLowFort Washington, PA2026-10-19
Mattern Wealth Management LLC
386,380$19.8M3.2%ETFVery LowLawrence, KS2026-11-04
Elser Financial Planning, Inc
342,934$17.5M0.8%GARPLowIndianapolis, IN2026-10-16
Integrity Alliance, Llc.
340,781$17.4M0.5%ETFMediumUrbandale, IA2026-10-29
Kestra Investment Management, LLC
328,475$16.8M0.3%ETFMediumAustin, TX2026-11-04
Assetmark, Inc
322,720$16.5M0.0%ETFLowConcord, CA2026-10-21
Clarity Wealth Development LLC
295,919$15.1M8.5%ETFLowCorvallis, OR2026-10-22
Babb Wealth Advisors LLC
274,830$14.1M6.5%ETFVery LowFlagstaff, AZ2026-10-30
Shotwell Rutter Baer Inc
273,971$14.0M7.8%ETFVery LowLansing, MI2026-10-14
Yardley Wealth Management LLC
270,580$13.8M6.0%ETFVery LowYardley, PA2026-10-23
Market Street Wealth Management Advisors LLC
264,225$13.5M1.9%ETFMediumIndianapolis, IN2026-10-09
SageOak Financial, LLC
262,945$13.4M8.7%ETFLowTulsa, OK2026-10-19
Beacon Hill Wealth Management Ltd.
235,536$12.0M7.3%ETFN/AVictoria, UAE2026-10-21
E6 Portfolios, LLC
218,924$11.2M8.5%ETFLowMidvale, UT2026-10-26
AA Financial Advisors, LLC
212,031$10.8M1.3%ETFMediumColumbus, OH2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
198,896$10.2M0.5%ETFMediumWestlake, OH2026-10-14
Park Avenue Securities LLC
147,445$7.5M0.1%ETFMediumNew York, NY2026-10-26
Burton Enright Welch
137,165$7.0M0.8%ETFVery LowWalnut Creek, CA2026-11-04
Cornerstone Wealth Partners, LLC
134,882$6.9M2.7%ETFVery LowOkemos, MI2026-10-28
Heffernan Advisory, Inc
117,800$6.0M4.0%ETFLowFlagstaff, AZ2026-10-13
Vermillion Wealth Management, Inc.
114,006$5.8M6.7%ValueLowRosemount, MN2026-10-26
AlphaStar Capital Management, LLC
108,491$5.5M0.3%ETFMediumCornelius, NC2026-10-16
DiNuzzo Private Wealth, Inc.
103,647$5.3M0.5%ETFLowBeaver, PA2026-10-16
Farther Finance Advisors, LLC
103,031$5.3M0.0%IndexLowSan Francisco, CA2026-10-08
Index Fund Advisors, Inc.
96,675$4.9M0.2%ETFVery LowIrvine, CA2026-11-05
Commonwealth Equity Services, LLC
96,309$4.9M0.0%ETFLowWaltham, MA2026-11-02
Truist Financial Corp
95,005$4.9M0.0%CoreLowCharlotte, NC2026-10-30
Sterling Wealth Management, Inc.
91,003$4.7M1.2%ETFLowChampaign, IL2026-10-23
Kestra Advisory Services, LLC
87,514$4.5M0.0%CoreLowAustin, TX2026-11-02
Porter White Investment Advisors, Inc.
79,980$4.1M2.5%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
79,980$4.1M2.5%ETFVery LowBirmingham, AL2026-10-14
Cambridge Investment Research Advisors, Inc.
73,804$3.8M0.0%ETFLowFairfield, IA2026-11-02
Simplicity Wealth,LLC
69,681$3.6M0.1%ETFLowSummit, NJ2026-10-23
Tableaux LLC
67,430$3.4M1.4%ETFLowStockbridge, MA2026-10-23
Hassell Wealth Management, LLC
67,414$3.4M1.0%ETFLowHouma, LA2026-10-19
Sowell Financial Services LLC
63,246$3.2M0.1%CoreLowNorth Little Rock, AR2026-10-23
Kestra Private Wealth Services, LLC
61,829$3.2M0.0%GrowthLowAustin, TX2026-10-30
3 Factor Indexing, LLC
53,667$2.7M2.3%ETFLowSacramento, CA2026-10-15
Wealth Advisors Northwest LLC
52,461$2.7M0.9%ETFLowPortland, OR2026-10-29
Higgins & Schmidt Wealth Strategies LLC
49,733$2.5M1.0%ETFLowDenver, CO2026-10-26
Donalies Financial Planning, LLC
49,360$2.5M1.9%ETFVery LowWashington, DC2026-10-19
EverSource Wealth Advisors, LLC
47,795$2.4M0.1%CoreMediumBirmingham, AL2026-11-04
Selective Wealth Management, Inc.
47,652$2.5M0.6%ETFLowForest, VA2026-10-16
Vested Financial Planning, LLC
46,716$2.4M1.7%ETFMediumSan Carlos, CA2026-10-28
Greenwood Capital Associates LLC
46,483$2.4M0.2%CoreMediumGreenwood, SC2026-10-27
Outbound Financial Inc
46,337$2.4M1.5%ETFLowBoulder, CO2026-10-13
Level Financial Advisors
44,317$2.3M0.5%ETFLowEast Amherst, NY2026-10-13
Spectrum Advisors, Inc.
43,995$2.2M1.6%N/AN/APlano, TX2026-11-03
Citigroup Inc
43,037$2.2M0.0%CoreMediumNew York, NY2026-11-04
Apollon Wealth Management, LLC
40,722$2.1M0.0%GrowthLowMount Pleasant, SC2026-10-23
Torren Management, LLC
35,523$1.8M0.9%ETFMediumSan Diego, CA2026-10-29
TCI Wealth Advisors, Inc.
34,851$1.8M0.1%ETFLowTucson, AZ2026-10-30
Kane Co Wealth Management, Inc.
32,230$1.6M1.3%ETFVery LowJohnston, IA2026-11-04
Thrivent Financial for Lutherans
28,284$1.4M0.0%GARPMediumMinneapolis, MN2026-11-05
CSP Financial Group, LLC
23,461$1.2M1.2%ETFLowScottsdale, AZ2026-10-26
Triad Wealth Partners, LLC
23,444$1.2M0.1%ETFMediumLawrence, KS2026-10-26
Prospera Financial Services Inc
21,993$1.1M0.0%CoreMediumDallas, TX2026-11-04
Reap Financial Group, LLC
20,706$1.1M0.2%ETFLowAustin, TX2026-11-02
Signal Advisors Wealth, LLC
20,201$1.0M0.0%ETFLowDetroit, MI2026-10-13
First Financial Group Corp
17,860$913.3K0.7%ETFLowRaleigh, NC2026-10-22
W.H. Cornerstone Investments Inc.
17,492$894.5K0.5%CoreLowKingston, MA2026-11-03
Ashton Thomas Private Wealth, LLC
15,333$784.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Dynamic Advisor Solutions LLC
14,108$721.5K0.0%ETFLowPhoenix, AZ2026-10-13
Stewardship Advisors, LLC
12,858$657.5K0.1%ETFMediumMount Joy, PA2026-10-20
Washington Trust Advisors, Inc.
12,746$651.8K0.0%GrowthLowWellesley, MA2026-10-22
USAdvisors Wealth Management, LLC
11,780$602.0K0.7%ETFLowEden Prairie, MN2026-10-21
Leading Edge Financial Planning LLC
11,447$585.4K0.1%ETFLowKnoxville, TN2026-10-23
Foundry Financial LLC
11,308$578.3K0.2%ETFMediumPasadena, CA2026-10-16
Factor Wealth Management LTD
10,803$552.4K0.1%ETFLowChicago, IL2026-10-08
Krilogy Financial LLC
10,553$542.6K0.0%GrowthLowSt. Louis, MO2026-10-13
Aspire Private Capital, LLC
10,501$537.0K0.1%ETFMediumCornelius, NC2026-11-05
MGO One Seven LLC
9,801$501.2K0.0%GrowthLowBeachwood, OH2026-10-28
IFP Advisors, Inc
9,759$499.1K0.0%GrowthLowTampa, FL2026-10-16
LAM Group, Inc.
8,460$432.6K0.2%ETFVery LowLake Oswego, OR2026-10-26
Physician Wealth Solutions Inc.
8,200$419.3K0.2%ETFLowNorth Las Vegas, NV2026-10-14
Clear Creek Financial Management, LLC
7,635$390.4K0.0%ETFMediumSilverdale, WA2026-10-28
Amicus Financial Advisors, LLC
7,327$374.7K0.1%ETFLowLubbock, TX2026-11-03
Venture Visionary Partners LLC
6,806$348.1K0.0%CoreLowSylvania, OH2026-10-07
XY Planning Network, Inc.
6,436$329.1K0.0%ETFLowBozeman, MT2026-10-14
Oceanside Advisors LLC
5,901$301.8K0.2%ETFVery LowMount Pleasant, SC2026-11-03
Founders Financial Securities LLC
5,764$294.8K0.0%ETFMediumTowson, MD2026-10-28
Victory Financial Group, LLC
5,708$291.9K0.0%ETFLowAustin, TX2026-10-27
Stirlingshire Investments, Inc.
5,635$288.2K0.2%ETFMediumNew York, NY2026-11-05
Wealth Enhancement Advisory Services, LLC
5,631$289.1K0.0%CoreLowPlymouth, MN2026-10-13
Concord Wealth Partners
5,593$286.0K0.0%GrowthLowAbingdon, VA2026-11-02
Apollon Financial, LLC
5,266$269.3K0.0%ETFVery LowMount Pleasant, SC2026-10-23
Williams & Novak Wealth Management, LLC
4,758$243.3K0.1%ETFMediumWestlake Village, CA2026-10-09
Diversify Advisory Services, LLC
4,607$238.1K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
4,607$238.1K0.0%GrowthMediumSandy, UT2026-10-20
Aspen Wealth Management LLC
4,549$232.6K0.0%ETFLowFort Worth, TX2026-10-14
Creative Financial Designs Inc
4,333$221.6K0.0%ETFMediumKokomo, IN2026-11-04
Acorn Wealth Advisors, LLC
4,249$217.3K0.1%ETFLowGrand Blanc, MI2026-10-19
Private Trust Co NA
3,335$170.5K0.0%CoreLowCleveland, OH2026-10-20
Root Financial Partners, LLC
1,841$94.1K0.0%ETFMediumEncinitas, CA2026-10-21
Birch Financial Group, LLC
688$35.2K0.0%CoreLowKeene, NH2026-10-27
Rossby Financial, LCC
682$34.9K0.0%ETFMediumMelbourne, FL2026-11-05
Ascentis Independent Advisors
495$25.3K0.0%ETFLowDallas, TX2026-11-03
Fifth Third Bancorp
289$14.8K0.0%IndexVery LowCincinnati, OH2026-11-05
CoreCap Advisors, LLC
281$14.4K0.0%ETFMediumSouthfield, MI2026-10-08
Silver Grove Financial Group, Inc.
133$6.8K0.0%CoreMediumOrchard Park, NY2026-11-05